Investments

Since its inception the Excellion group has made a variety of principal investments. In 2013, the Excellion group enhanced its principal investment offering when our management team established its first discretionary investment fund. This fund has achieved double digit IRRs for investors for each of its investment years.

Overall, Excellion’s investment division has made more than 55 investments as principal, with typical equity investment amounts ranging from £1 million to £15 million. Our group has investment funds available for immediate investment. As a result, we can move quickly. Moreover, given the lower-for-longer interest rate environment we are in, our investment team is heavily incentivised to invest. We are in active capital deployment and get excited by attractive investment opportunities with UK real estate angles. If you have an interesting opportunity at hand, do speak to us.

We have made a number of active investments in assets and businesses where we either had 100% control, a majority control position or an active minority position (i.e. board seats). More often than not, this involved real estate assets, property-related operating businesses or asset-backed private equity.

As a lead investor, we are looking for active investments in the following areas:

• Hotels
• Assets requiring Planning consent, incl. Change of use (specific expertise)
• Other areas of value-add commercial property
• Lease renewals
• Vacant assets
• Portfolio break-ups
• Special situations
• Co-working assets
• Tenanted Pubs

What we look for:

• Property which makes sense today but where levers exist to enhance value
• Operators with skin-in-the game or opportunity to bring along operators of our choosing
• Partners with demonstrable track records
• Strong growth potential
• Asset backing
• Strong alignment of interests